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New Jersey Better Educational Savings Trust’s Xcel Energy XEL Stock Holding History

New Jersey Better Educational Savings Trust’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,000
Closed -$200K – 107
2020
Q4 		$200K Hold
3,000
– – 0.37% 91
2020
Q3 		$207K Buy
+3,000
New +$205K 0.34% 88

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MAM
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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New Jersey Better Educational Savings Trust's XEL Position: Q1 2021 in Review

New Jersey Better Educational Savings Trust sold out of Xcel Energy (XEL) in Q1 2021, closing a stake of 3,000 shares — an estimated $200K sold.

New Jersey Better Educational Savings Trust first reported a position in XEL in Q3 2020 and held it in 2 quarters. The position peaked at $207K in Q3 2020. 837 funds tracked by Wall St. Rank hold XEL as of Q1 2021.

  • New Jersey Better Educational Savings Trust reported no remaining Xcel Energy position as of Q1 2021 after selling out during the quarter.
  • New Jersey Better Educational Savings Trust sold 3,000 Xcel Energy shares in Q1 2021, an estimated $200K.
  • New Jersey Better Educational Savings Trust first reported a position in Xcel Energy in Q3 2020 and held it in 2 quarters.
  • New Jersey Better Educational Savings Trust's Xcel Energy position peaked at $207K in Q3 2020.
  • 837 funds tracked by Wall St. Rank held Xcel Energy as of Q1 2021.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q1 2021, filed 26 Apr 2021.